See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,645 | $62,586+3.3% | $76,768-15.8% | $64,186+0.7% |
| Participation rate | 67.1% | 72.8%-5.7pp | 77.0%-9.8pp | 69.6%-2.4pp |
| Annual return | -7.39% | -1.95%-5.4pp | 2.43%-9.8pp | 7.63%-15.0pp |
| Employer contribution / active EE | $1,975 | $1,832+7.8% | $2,485-20.5% | $2,381-17.1% |
| Participant deferral / active EE | $3,172 | $3,145+0.9% | $3,852-17.7% | $3,470-8.6% |
| Admin fee / account holder | $873 | $4,667-81.3% | $6,675-86.9% | $4,888-82.1% |